Ae Industrial Partners, LP
Ae Industrial Partners, LP reported 4 US-listed holdings worth $1.37 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Firefly Aerospace Inc. (74.2%), York Space Systems Inc. (21.1%) and Cognizant Technology Solutions Corp. (4.2%). Against the quarter before, it opened 0 positions, added to 1, trimmed 2 and sold out of 0.
Reported holdings$1.37B-16.0% on Q1 2026
Positions4as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeldTrimmed
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 1Held 1Trimmed 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- York Space Systems Inc. YSS+430,134 shares · +4%
Trimmed 2
- Redwire Corporation RDW-33.0 million shares · -98%
- Firefly Aerospace Inc. FLY-697,172 shares · -2%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Firefly Aerospace Inc. FLY | 34,530,582 | $1.02 billion | 74.19% | -697,172 |
| York Space Systems Inc. YSS | 11,728,057 | $288.7 million | 21.10% | +430,134 |
| Cognizant Technology Solutions Corp. CTSH | 1,470,589 | $57.0 million | 4.16% | no change |
| Redwire Corporation RDW | 617,086 | $7.5 million | 0.55% | -32,997,160 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.